This PostTrans spreadsheet allows the user to easily Import/Extract/Amend Alternative Stock Database data in Exchequer Enterprise. It uses a series of tags, placed in row 1, to identify the data to be Imported/Extracted/Amended. These tags can be easily added to a spreadsheet using the [Design] button, on the PostTrans Toolbar. The data is read from row 3 onwards, which allows you to put user descriptions in row 2. Click here for more Information on Designing templates.

Demonstration Videos

Show me how to update Stock Alternate Code DB

Show me how to update Superseding, Equivalent and Opportunity Code DB

The "Customers and Stock" Example shows this in action. Click here for more information on PostTrans examples

Extracting Stock Data from Exchequer Enterprise

To extract Alternative Stock Database for particular Stock records press [Update Lookups], on the PostTrans Toolbar, this will allow you to add criteria to the lookup:

Exchequer IRIS Enterprise get Stock

Here we are going to get all Alternative Stock codes under the heading "CONTROLPANELS". We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Alternative Stock code records.

IMPORTANT : The [Add Lookup Values] will not detect potential duplicate records added to the spreadsheet.

Amending the Exchequer Enterprise Alternate Stock Code Database

Having extracted data, the user can now simply edit the IRIS Enterprise data, before re-importing it back to Exchequer Enterprise.

Importing new Exchequer Enterprise Alternate Stock Code Database

Simply add new lines to the spreadsheet from row 3 onwards. Then press [Post Transactions], on the PostTrans Toolbar, to import Exchequer Enterprise data.

Alternative Stock Code Database Required fields

To Import/Extract/Amend Exchequer Enterprise Customer/Supplier Data, the following Tags/Fields must be specified:

AltPosted

Cell A1 must equal

StockCode is used to detect end of spreadsheet. PostTrans will stop Importing/Amending, from row 3 onwards, when this field is empty.

Restrictions

Does not update existing Equivalent, Superseded, Opportunity records. Delete then re-import data

Deleting Alternate Stock Code Database records

Alternative Stock code Database records can be deleted by entering "X" in the "DeleteRecordFlg" tag.

For example:

Exchequer Enterprise Alt code DB

Special notes regarding Alternate Stock Code Database records

To Import/Extract/Amend Alternative Stock codes we suggest the following:

Exchequer Enterprise Alternative code DB

To Import/Extract/Amend Equivalent, Superseded, Opportunity records we suggest the following:

Please look at example provided.

Exchequer Enterprise Alternate Stock Code Database fields available for update:

The following Tags are used to identify the corresponding fields in Exchequer Enterprise. Use the [Design] button (or Ctrl+Shift+D), on the PostTrans Toolbar, to access these tags. Click here for more Information on Designing templates.

Tag Name	Data Type Length	Description
Required (Prof version):
AltPosted	Yes/No	Returns 'POSTED' if Trans line has been posted and will be ignored if 'POSTED' (required)
ErrorDesc	Text	Description of error posted back if record unsuccessfully posted
DeleteRecordFlg	DeleteFlag	Delete record if =X
AESOType	Text	Alternative (default),Equivalent,Superseded,Opportunity
AccCode	Text 6	Account Code for Alternate code
StockCode	Text 16	Stock Code for Alternate code
AltStockCode	Text 16	Alternate stock code
AltDesc	Text 35	Alternate Description
Alternate ReOrder:
ReOrderCu	Long	ReOrder Currency 1-89
ReOrderPrice	Double	REOrder Price
UseROPrice	Yes/No	Use Re Order Price Y/N
ReOrderQty	Double	ReOrderQty
UseReOrderQty	Yes/No	Use Reorder Qty
Equiv.,Super,Opp:
EqSupOppStockCode	Text 16	Stock Code for Equivalent,Superseded,Opportunity record If present then Equivalent,Superseded,Opportunity import, else Alternative DB
DisplayOrder	Long	Display Order
ReplacementQty	Double	Replacement Qty
UseReplacementQty	Yes/No	Use Replacement Qty
Additional Lookups:
StockDescription	Text 35	Stock description from Stock record (Read Only)
EqSupOppStockDescription		Stock description for Equivalent,Superseded,Opportunity record
AccountName	Text 35	Account Name

PostTrans: PostTrans for Exchequer Enterprise Prices

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Last modified: August 18, 2006